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中信证券-安克创新(300866)跟踪点评：看好公司在智能2.0时代的卡位与成长性-230407
公司是国内消费电子出海龙头，创始团队及管理层多具备大型国际化互联网企业从业经历，带来全球化视野和创新基因，对新兴工具关注度领先。截至2022H1，公司泛音频+智能家居类产品营收占比约 50%，下游市场以美欧日为主，品牌形象深入人心。考虑到目前海外大模型发展进度较快，且公司业务布局以北美、欧洲等海外地区为主，我们认为公司有望率先受益于 ChatGPT 等大模型在泛音频+智能家居等智能终端的大规模应用
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